TD Wealth

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TD Wealth Employees

Employee
Years
Job
Industry
Michael McGovern, CTFA, AIF® Michael McGovern, CTFA, AIF® Greater Philadelphia Area Details
Michael McGovern, CTFA, AIF®'s TD Wealth Experience August 2013 - Present
Job Vice President at TD Wealth
Industry Financial Services
Experience
TD Wealth   August 2013 - Present
Sterling Services Group   September 2008 - August 2013
McCabe Capital Managers LTD   June 2006 - September 2008
SEI  July 1998 - July 2006

Skills
Wealth Management, Relationship Management, Investment Advisory, Trust Services, Financial Advisory, CRM, Strategic Financial..., Wealth Management..., Wealth, Financial Services, Estate Planning, Finance, Bonds, Management

Education
La Salle University - School of Business Administration   2004 — 2008
MBA, Finance

Villanova University   1994 — 1998
BSBA, Finance

Lasalle College High School   1990 — 1994

Sharon Liu, B.Comm, CFP, CIM, FMA, FCSI Sharon Liu, B.Comm, CFP, CIM, FMA, FCSI Edmonton, Canada Area Details
Sharon Liu, B.Comm, CFP, CIM, FMA, FCSI's TD Wealth Experience July 2013 - Present
Job Senior Private Banker at TD Wealth
Industry Banking
Experience
TD Wealth   July 2013 - Present
HSBC Bank Canada  February 2006 - July 2013
CIBC Imperial Service  April 2000 - February 2006

Skills
Investments, Strategic Financial..., Credit, Wealth Management..., High Net Worth..., Retirement, Estate Planning, Wealth Management, Finance, Mortgage Lending, Loans, Portfolio Management, Banking

Education
University of Alberta   1997 — 1999
Bachelor of Commerce (B.Com.), Finance, General

Nicholas Marchesani Nicholas Marchesani Voorhees, New Jersey Details
Nicholas Marchesani's TD Wealth Experience October 2012 - July 2014
Job Rowan University
Industry Information Technology and Services
Experience
Rowan University  July 2014 - Present
TD Wealth   October 2012 - July 2014
TD  November 2011 - November 2012
TD Wealth Management  April 2007 - May 2010

Skills
Information Security, Risk Management, Operational Risk..., Risk Assessment, Microsoft Excel, Visio, PowerPoint, Information Assurance, Business Continuity, Homeland Security, Finance

Education
Penn State University   2010 — 2011
Master of Professional Studies, Information Security and Forensics, 3.52

Rowan University   2006 — 2008
Bachelor of Science, Finance

Charles E. Martin, CFA Charles E. Martin, CFA Montreal, Canada Area Details
Charles E. Martin, CFA's TD Wealth Experience May 2009 - Present
Job Vice President and Portfolio Manager at TD Wealth Private Investment Advice
Industry Investment Management
Experience
TD Wealth   May 2009 - Present
RBC Dominion Securities  November 2000 - May 2009
BMO Nesbitt Burns  November 1993 - October 2000

Skills
Asset Allocation, Equities, Fixed Income, Wealth Management, Economics, Presentations, Portfolio Management, Equity Valuation, Retirement Planning, Financial Risk, Investments, Investment Advisory, Investment Strategies, Wealth

Education
CFA Institute   1998 — 2000
CFA

Concordia University   1988 — 1993
Bachelor of Commerce, Major Finance, Minor Management

John Abbott College   1985 — 1987
DEC, Commerce, Psychology

John XXIII / Dorval High   1980 — 1985

Sangeet K Singh Sangeet K Singh Vancouver, Canada Area Details
Sangeet K Singh's TD Wealth Experience December 2010 - Present
Job Investment Advisor Asst. at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth   December 2010 - Present
TD Canada Trust  March 2001 - November 2010

Skills
Outlook, Teamwork, Excel, Access, Problem Solving, Financial Analysis, Risk Management, Banking

Education
Canadian Securities Institute
Investment Advisor Training

Canadian Securities Institute
Conduct and Practices Handbook (CPH)

Canadian Securities Institute
Canadian Securities Certificate (CSC - Level 1 & 2)

Kwantlen University College
Micro-Computer Application Specialist

Fiji College of Advance Education
Associate's Degree, Teacher - Home Economics and Nutrition Studies

Denis Lessard, F.Pl., CIM Denis Lessard, F.Pl., CIM Montreal, Canada Area Details
Denis Lessard, F.Pl., CIM's TD Wealth Experience May 2012 - January 2014
Job Senior Financial Consultant at MD Management Limited
Industry Financial Services
Experience
MD Management Limited  July 2015 - Present
BMO Private Banking  February 2014 - June 2015
TD Wealth   May 2012 - January 2014
HSBC Global Asset Management  October 2006 - May 2012
Scotia Private Client Group  March 2006 - October 2006
BMO Financial Group  March 2005 - March 2006
National Bank of Canada  March 2000 - March 2005
T.E. Wealth   May 1998 - March 2000
National Trust  September 1996 - May 1998
Star Data Systems, Inc.   May 1988 - September 1996

Skills
HNW, Financial Planners, Wealth Management, Portfolio Management, Investment Management, Estate Planning, Wills, Bonds, Wealth Management..., Finance, Financial Advisory, Private Banking, ETFs, High Net Worth..., Securities, Wealth

Education
Université Laval   1984 — 1988
Bachelor of Business Administration (BBA), Finance, General

CEGEP François-Xavier Garneau   1982 — 1984
DEC

Audriana Li Audriana Li Toronto, Canada Area Details
Audriana Li's TD Wealth Experience August 2015 - Present
Job Senior Analyst, Strategy & Transformation at TD Wealth
Industry Investment Management
Experience
TD Wealth   August 2015 - Present
TD Asset Management  August 2013 - August 2015
J.P. Morgan Asset Management   May 2012 - August 2012
Foundation Western   May 2011 - August 2011
Ontario Ministry of Environment  July 2010 - September 2010

Skills
Financial Analysis, Microsoft Excel, Analysis, Teamwork, Financial Modeling, Research, Excel, Sales, Leadership, Data Analysis, Customer Service, Microsoft Office, Economics, PowerPoint, Social Media, Investment Research, Mentoring, VBA, Time Management, Bloomberg, Fundamental Analysis

Education
CFA Institute

Ivey Business School at Western University   2011 — 2013
Bachelor, HBA 2013

Reims Management School   2013 — 2013
Bachelor's degree, Masters Sup de Co Exchange Program

The University of Western Ontario   2009 — 2011
Bachelor, Management and Organizational Studies ­ Finance and Administration

University of Toronto Schools   2003 — 2009
High School

Baptist Dias-Juliao Baptist Dias-Juliao Montreal, Canada Area Details
Baptist Dias-Juliao's TD Wealth Experience January 2015 - Present
Job Regional Administration Manager at TD Wealth
Industry Financial Services
Experience
TD Wealth   January 2015 - Present
TD Wealth   January 2013 - January 2015
CIBC Wood Gundy  June 2009 - December 2012
CIBC Wood Gundy  October 1998 - June 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Financial Risk, Compliance

Education
Concordia University   1991 — 1994
Bachelor of Commerce (BCom), Finance, General

CEGEP - John Abbott College   1989 — 1991
Bachelor of Commerce (BCom)

Jason Yim Jason Yim Toronto, Canada Area Details
Jason Yim's TD Wealth Experience February 2013 - Present
Job Investment Advisor Transition Associate, TD Wealth
Industry Financial Services
Experience
TD Wealth   February 2013 - Present
CCYAA (Steve Nash Basketball Camp)   October 2012 - Present
Tanknology  May 2012 - February 2013
TD Waterhouse  September 2010 - May 2012
Research House  March 2010 - September 2010
Ryerson University SOS   January 2010 - May 2010
Ryerson  January 2010 - April 2010

Skills
Analysis, French, Research, Public Speaking, Teamwork, Time Management, Marketing Research, Auditing, Sales, Management, Customer Service, Microsoft Office, Strategic Financial..., Microsoft Excel, Project Management, Team Leadership, Strategic Planning, PowerPoint, Marketing, Business Development, Market Research

Education
CERAM Sophia Antipolis   2010 — 2010
Grande Ecole, Finance et Marketing

Canadian Securities Course (CSC)   2006 — 2010
Bachelor's Degree, Finance

Ryerson Polytechnic University   2006 — 2010
Bachelor's Degree, Finance Major, Marketing Minor

Ryerson University   2006 — 2010
Bachelor of Commerce, Finance, Marketing Minor

Ted Rogers School of Management   2006 — 2010
Bachelor of Commerce, Finance; Marketing

Newtonbrook Secondary School   2002 — 2006

JuneOntario Secondary School
Diploma (O.S.S.D), Bilingual Diploma

Alison N. Christensen, CPA, CTFA Alison N. Christensen, CPA, CTFA Barnstable/Yarmouth, Massachusetts Area Details
Alison N. Christensen, CPA, CTFA's TD Wealth Experience October 2001 - Present
Job Vice President, Senior Tax Advisor at TD Wealth
Industry Financial Services
Experience
TD Wealth   October 2001 - Present

Skills
Banking, Wealth Management, Strategic Financial..., Asset Management, Portfolio Management, Investments, Estate Planning, Equities, Risk Management, Series 7, Retirement Planning, Financial Analysis, Securities, Finance, Financial Planning, Credit, Credit Analysis

Education
Suffolk University - Sawyer School of Management
MBA, Concentration in TAX

Boston College
BA, Education

Cannon Financial Institute @ Boston University
CTFA Certification, Fiduciary - Cannon Trust School

Cannon Financial Institute @ University of Notre Dame
Trust Tax School Certification, Fiduciary Taxation

Paul D. Crake Paul D. Crake Toronto, Canada Area Details
Paul D. Crake's TD Wealth Experience May 2009 - Present
Job Vice President & Portfolio Manager at TD Wealth
Industry Investment Management
Experience
TD Wealth   May 2009 - Present

Skills
Portfolio Management, Wealth Management, Investments, Investment Advisory, Asset Management, Stocks, Retirement Planning, Wealth, Alternative Investments, Mutual Funds, Asset Allocation, Investment Strategies, Equities, Securities, ETFs

Education
Bishop's University   1988 — 1992
BBA, Marketing/Human Resources

Vip Patel,CIM,FCSI Vip Patel,CIM,FCSI Toronto, Canada Area Details
Vip Patel,CIM,FCSI's TD Wealth Experience September 2005 - Present
Job Vice President & Investment Advisor at TD Wealth
Industry Financial Services
Experience
TD Wealth   September 2005 - Present

Skills
Mutual Funds, Portfolio Management, Wealth Management, Investments, Investment Advisory, Retirement Planning

Education
McMaster University   1994 — 1998

Nathan Johnston, CFP Nathan Johnston, CFP Halifax, Canada Area Details
Nathan Johnston, CFP's TD Wealth Experience June 2014 - Present
Job Financial Planner at TD Wealth
Industry Financial Services
Experience
TD Wealth   June 2014 - Present
BMO Investments Inc.  March 2008 - May 2014

Skills
Retirement Planning, Investments, Finance, Wealth Management, Mutual Funds, Strategic Financial..., Investment Strategies, Investment Advisory, Financial Advisory, Portfolio Management, Retirement, Asset Allocation

Education
Saint Mary's University   2002 — 2006
Bachelor of Commerce (B.Com.), Finance, General

Sahil Budhiraja Sahil Budhiraja Toronto, Canada Area Details
Sahil Budhiraja's TD Wealth Experience September 2015 - Present
Job Financial Planner at TD Wealth
Industry Investment Banking
Experience
TD Wealth   September 2015 - Present
TD Canada Trust  December 2012 - Present
TD Canada Trust  May 2009 - December 2012
TD Canada Trust  October 2007 - March 2009

Skills
Active Listening, Judgment and Decision..., Problem Solving, Customer Retention, Volume Forecasting, Account Management, Communication Skills, Operations Management, New Business Development, Sales Presentations, Consultative Sales..., Risk Management, Forecasting, Mutual Funds, Relationship Management, Investments, Management, Finance, Banking, Strategic Financial..., Retirement Planning, Business Development, Sales, Financial Services, Wealth Management, Mortgage Lending, Retail Banking, Small Business Lending, Residential Mortgages, Lines Of Credit, Financial Planning

Education
IFSE   2011 — 2012
Branch Managers Examination Course

TGOU   2008 — 2011
B.Com(H), Finance

Humber College   2006 — 2008
Business Management, Finance

IFSE   2006 — 2007
Investment Funds In Canada

William Garlow William Garlow Philadelphia, Pennsylvania Details
William Garlow's TD Wealth Experience 2013 - Present
Job Regional Director of Investments at TD Wealth
Industry Financial Services
Experience
TD Wealth   2013 - Present
Wilmington Trust  November 2008 - June 2013
UBS Wealth Management  January 1994 - October 2008

Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Banking, Retirement Planning, Strategic Financial..., Equities, Fixed Income, Credit, Financial Analysis, Investment Advisory, Securities, Derivatives, Investment Strategies, Asset Management, Risk Management, Financial Services, Series 7, Asset Allocation

Education
Penn State University   1976 — 1980
Bachelor of Science (BS), Economics

Susan Pomerance Susan Pomerance Greater New York City Area Details
Susan Pomerance's TD Wealth Experience June 2012 - June 2013
Job Group Fitness Instructor at Westport Weston Family YMCA
Industry Health, Wellness and Fitness
Experience
Westport Weston Family YMCA   May 2014 - Present
Saugatuck Rowing Club  May 2015 - Present
TD Wealth   June 2012 - June 2013
WBDC - Women's Business Development Center   2010 - 2010
Yofi Collection   2005 - 2010
UBS  May 1995 - April 2000

Skills
Barre, Fitness, Group Exercise..., Core Strength, Small Business, Marketing, Customer Service, Barbell, Business Strategy, Group Power, CPR Certified, Marketing Strategy, Fundraising, AFAA, Online Marketing, Social Media Marketing, AML, Compliance, Operational Due..., Public Relations, Event Management, Event Planning, Public Speaking, Microsoft Office, HTML, Microsoft Excel

Education
Union College

Douglas Findlay Douglas Findlay Toronto, Canada Area Details
Douglas Findlay's TD Wealth Experience April 2005 - Present
Job Branch Manager and Investment Advisor at TD Wealth Private Investment Advice, Oakville & Burlington
Industry Financial Services
Experience
TD Wealth   April 2005 - Present
Morgan Meighen & Associates   October 2003 - March 2005
TD Asset Management  September 1999 - September 2003
RBC Royal Bank  September 1998 - September 1999
RBC Royal Bank  September 1997 - September 1998
Whistler Blackcomb  1995 - 1997

Skills
Wealth Management, Investments, Mutual Funds, Investment Strategies, Investment Advisory, Asset Allocation, Retirement Planning, ETFs, Asset Managment, Portfolio Management, Strategic Financial..., Estate Planning, Wealth, Financial Advisory, Capital Markets, Securities, Fixed Income, Options, Equities, Alternative Investments

Education
McMaster University   1993 — 1994
BA, Political Science

McMaster University   1989 — 1993
BA, Economics

Brandon Ing Brandon Ing Toronto, Canada Area Details
Brandon Ing's TD Wealth Experience May 2015 - August 2015
Job Business Governance & Control Analyst at TD Wealth
Industry Accounting
Experience
Queen's Commerce Society  March 2015 - Present
Queen's Accounting Association  March 2015 - Present
TD Wealth   May 2015 - August 2015
Mosaic Sales Solutions  June 2014 - July 2014
McDonald's Canada  April 2013 - August 2013
DigitizedTees   April 2011 - May 2012

Education
Queen's University   2013 — 2017
Bachelor's Degree, Accounting

Earl Haig Secondary School   2009 — 2013
Ontario Secondary School Diploma (OSSD)

Tony Santos Tony Santos Greater New York City Area Details
Tony Santos's TD Wealth Experience August 2013 - Present
Job Vice President at TD Wealth
Industry Financial Services
Experience
TD Wealth   August 2013 - Present
HSBC Securities  2008 - August 2013
Bank of America  2003 - 2008
UBS Investment Bank  1997 - 2003

Skills
Asset Allocation, Alternative Investments, Asset Management, Asset Managment, Equities, FINRA, Finance, Fixed Income, Hedge Funds, Investment Advisory, Investments, Mortgage Lending, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Series 63, Series 7, Uniform Combined State..., Valuation, Wealth Management

Education
Muhlenberg College
BA, Philosophy, Business Administration

Alexander Lee Alexander Lee Toronto, Canada Area Details
Alexander Lee's TD Wealth Experience February 2012 - Present
Job Assistant Investment Advisor
Industry Financial Services
Experience
TD Wealth   February 2012 - Present
Queen's University Alternative Assets Fund  July 2013 - May 2014
Queen's School of Business  June 2013 - May 2014
NAAAP Toronto   March 2012 - November 2012
National Finance Students Association   October 2008 - May 2012
Bank of Montreal  August 2011 - February 2012
Edward Jones  January 2010 - October 2010
York University  July 2009 - September 2009
York Business Network   June 2008 - August 2009

Skills
Office Suite (Word,..., Mutual Funds, Equities, Microsoft Office, Investments, Wealth Management, Customer Relations, Teamwork, Public Speaking, Problem Solving, Strategic Planning, Customer Service, Leadership, Strategy, Financial Analysis, Communication, Practice Management, Valuation, Financial Modeling, Accounting, Business Strategy, Microsoft Excel, Time Management, Financial Reporting, Economics, Marketing, Banking, Program Management

Education
Queen's University   2013 — 2014
Master of Finance

York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies   2007 — 2010
BAS, Finance

Massachusetts Institute of Technology   2008 — 2008
Professional Education, Demand-Driven Supply Chain Management

Kelly Albanese Kelly Albanese Red Bank, New Jersey Details
Kelly Albanese's TD Wealth Experience 2008 - Present
Job Business Analyst Wealth Data Analytics
Industry Financial Services
Experience
TD Wealth   2008 - Present
TD Wealth   2006 - 2008
TD Bank (previously Commerce Bank)   2000 - 2006

Skills
Salesforce.com System..., Reporting & Analysis, Tableau, Business Analysis, Apex Data Loader, Ad Hoc Reporting, Data Analysis, Vlookup, MS Excel Pivot Tables, Quality Auditing, Banking, Loans, Relationship Management, Management, Analysis, Private Banking, Risk Management, Securities, Microsoft Office, Portfolio Management, Data Management, SharePoint, Business Objects, Integration, Due Diligence, Business Intelligence, System Administration, Sales Audit, Testing, Analytics, Training, Salesforce.com

Education
Shippensburg University of Pennsylvania
BA, Psychology

Earl Jessiman Earl Jessiman Halifax, Canada Area Details
Earl Jessiman's TD Wealth Experience November 2012 - Present
Job Investment Advisor at TD Wealth
Industry Financial Services
Experience
TD Wealth   November 2012 - Present
Canaccord Wealth Management  February 2012 - November 2012
Canaccord Wealth Management  December 2004 - January 2012
CIBC Wood Gundy  December 2001 - December 2004
Merrill Lynch Canada  June 1999 - December 2001
Midland Walwyn  March 1995 - June 1999
Investors Group  July 1991 - March 1995
Investors Group  August 1986 - July 1991
Lethbridge Broncos Hockey Club WHL   November 1985 - April 1986
Fredericton Express Hockey Club AHL   August 1983 - July 1985

Skills
Sales Management, Coaching, Marketing Strategy, Financial Management, Investments, Estate Planning, Retirement, Management, Leadership, Sales, Wealth, Financial Advisory, Strategic Planning, Budgets, Business Strategy, Wealth Management, Team Building, Business Analysis, Strategy, Strategic Financial..., Change Management, Team Leadership, New Business Development, Operations Management, Mutual Funds, Financial Services, Investment Strategies, Investment Advisory

Education
Western University   1980 — 1982
MA, Coaching, Biomechanics, 3.70 GPA

Dalhousie University   1977 — 1980
BPE, Physical Education, 3.60

University of Pennsylvania   1973 — 1977
BA, History, French, 2.62 GPA

Athabasca University

Athabasca University

Amna Raheem Amna Raheem New York, New York Details
Amna Raheem's TD Wealth Experience May 2013 - Present
Job Vice President, TD Wealth
Industry Financial Services
Experience
TD Wealth   May 2013 - Present
Morgan Stanley Wealth Management  June 2011 - May 2013
Morgan Stanley Smith Barney  January 2009 - June 2011
Morgan Stanley Smith Barney  January 2008 - December 2009

Education
Boston University
B.A

University of Sydney
Master of Arts (M.A.)

Joyce Wallace Joyce Wallace Hartford, Connecticut Area Details
Joyce Wallace's TD Wealth Experience 2004 - 2011
Job Vice President, Relationship Manager at First Niagara
Industry Investment Management
Experience
First Niagara  May 2012 - Present
TD Wealth   2004 - 2011
Webster Bank  2002 - 2003
Fleet Bank  1993 - 2002
Central Guaranty Trust  1986 - 1992

Skills
Wealth Management, High Net Worth..., Investments, Asset Allocation, Portfolio Management, Relationship Management

Education
Simon Fraser University
BBA- Bachelors of Business Administration, Accounting & Marketing

Cannon Financial Institute
Certificates, Trust II & III, Investment Management I, II & III

Northwestern University
Certificate, National Trust School

Hani Greiss Hani Greiss Toronto, Canada Area Details
Hani Greiss's TD Wealth Experience August 2013 - August 2015
Job Owner of QAGAR Systems Ltd
Industry Information Technology and Services
Experience
QAGAR Systems Ltd   May 1990 - Present
TD - Wealth  August 2013 - August 2015
TD Bank Group  May 2011 - April 2013
Manulife Financial  April 2004 - March 2011
TD Bank Financial Group  1992 - 2004
Toronto District School Board  September 1999 - February 2000
Bank of Montreal  December 1983 - June 1990

Skills
SQL Server / DTS /..., VB / VBScript / VBA, SAS/SQL, COBOL, IBM Assembler, Troubleshooting, Problem Solving, Systems Analysis, Business Analysis, Access, MS Office Suite, PL/1, Visio, PeopleTools, Crystal Reports, Visual C#, VBScript, VBA, T-SQL, SQL Server 2000-2008, + Many more - Ask for..., SQL, SAS, SQL Server, JCL, VSAM, DB2, Microsoft SQL Server, PMO, Vendor Management, SDLC, MS Project, Requirements Gathering, Agile Methodologies, SAS programming, Business Requirements, Microsoft Office, Integration, Analysis, Project Management

Education
University of Toronto at Mississauga - Erindale College   1977 — 1980
BSc

Humber College

Damon Missouri Damon Missouri Charlotte, North Carolina Area Details
Damon Missouri's TD Wealth Experience March 2011 - May 2015
Job Executive Development Associate at Bank of America
Industry Banking
Experience
Army National Guard  November 2010 - Present
Bank of America  June 2015 - Present
TD Wealth   March 2011 - May 2015
PNC Financial Services  June 2006 - March 2011
Wachovia, A Wells Fargo Company  April 2005 - June 2006

Skills
Series 7, Series 6, Series 65, Series 63, Investments, Loans, Banking, Portfolio Management, Wealth Management, Credit, Leadership, Project Management, Fixed Income, Mortgage Lending, Finance, Financial Services, Retail Banking, Risk Management, Relationship Management, Consumer Lending, Private Banking, Mutual Funds, Asset Management, Executive Management, Retirement Planning, Investment Advisory, Asset Allocation, Financial Advisory, Financial Planning, High Net Worth...

Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Sociology and Biological Sciences

University of Maryland University College
MBA-Finance Course work

Liberty University
Master of Divinity (M.Div.)

United States Army Chaplain Center and School
Officer Leadership Course

Bill MacLean Bill MacLean Halifax, Canada Area Details
Bill MacLean's TD Wealth Experience June 2000 - Present
Job Vice President & Portfolio Manager, TD Wealth
Industry Investment Management
Experience
TD Wealth   June 2000 - Present
Merrill Lynch  May 1987 - June 2000

Skills
Wealth Management, Portfolio Management, Asset Management, Investment Advisory, Mutual Funds, Banking, Strategic Planning, Equities, Investments, Fixed Income, Investment Strategies, Asset Allocation, Risk Management, Retirement Planning, Bonds, Financial Analysis, Strategic Financial...

Education
Acadia University   1980 — 1985
BBA, Finance

CFA Institute
CFA, Investments and Securities

E. George Woodley E. George Woodley Lima, Ohio Area Details
E. George Woodley's TD Wealth Experience January 2010 - March 2011
Job Certified ASQ Lean Six Sigma Master Black Belt
Industry Professional Training & Coaching
Experience
SixSigma.US   September 2005 - Present
American Society for Quality  September 2004 - Present
Quality First Training Services   April 1998 - Present
TD Wealth   January 2010 - March 2011
HKPO Proactive Solutions   May 2009 - September 2009
Quality & Productivity Solutions, Inc.   2006 - 2009
Six Sigma Qualtec  2005 - 2006
Ford Motor Company  2002 - 2005
Washington Mutual  2003 - 2004
Ford Training   1998 - 2003

Skills
Statistics, Six Sigma, Problem Solving, DMAIC, Lean Manufacturing, Kaizen, Value Stream Mapping, Lean Sigma, 5S, Toyota Production System, Kanban, Theory of Constraints, Kaizen Facilitation, Root Cause Analysis, TRIZ, SPC, Project Mamangemet, Course Design and..., Workshop Facilitation, Operational Excellence, Process Engineering, TQM, Design of Experiments, Green Belt, Continuous Improvement, Black Belt, Business Process, Minitab, Quality Management, Process Improvement, FMEA, Business Process Mapping, Leadership, Data Analysis, Business Process..., ISO, DFSS, Cross-functional Team..., Training, Performance Improvement, Quality Assurance, PDCA, Quality System, Iso 9000, Process Excellence, Lean Transformation, Quality Auditing, Poka Yoke, Lean Thinking, 5 Why

Education
University of Guelph   1977 — 1981
B. Sc. Honours, Statistics

Concordia University

Pippa Sargent Pippa Sargent Toronto, Canada Area Details
Pippa Sargent's TD Wealth Experience 2004 - Present
Job Delivering personalized investment / retirment income / estate solutions to Canadian Boomers like you since 1987
Industry Financial Services
Experience
TD Wealth Private Investment Advice  May 2004 - Present
TD Wealth   2004 - Present

Skills
Wealth Management, Mutual Funds, Finance, Insurance, Investments

Education
McGill University   1979 — 1984
Bachelor's Degree, Art History

Ferdinand General Ferdinand General Toronto, Canada Area Details
Ferdinand General's TD Wealth Experience August 2015 - Present
Job Wealth Advice Specialist at TD Wealth
Industry Financial Services
Experience
TD Wealth   August 2015 - Present
Canadian Forces  January 2006 - Present
HollisWealth Advisory Services Inc.   March 2015 - August 2015
TD Wealth   July 2012 - February 2015
City of Mississauga  January 2010 - June 2010

Skills
Team Leadership, Investments, Financial Analysis, Leadership, Finance, Teamwork, Microsoft Office, Project Planning, Strategic Financial..., Strategic Planning, Customer Service, Risk Management, Analysis, Time Management

Education
Canadian Securities Institute   2012 — 2014
Certificate

George Brown College   2012 — 2012
Financial Planning Certificate, Financial Planning and Services

York University   2007 — 2010
Environmental Studies, Urban and Regional Planning and GIS

University of Waterloo   2003 — 2006
Environmental Studies, Resource Studies

Craig Toms Craig Toms Edmonton, Canada Area Details
Craig Toms's TD Wealth Experience August 2004 - Present
Job Vice President, Investment Advisor and Portfolio Manager at TD Wealth
Industry Investment Management
Experience
TD Wealth   August 2004 - Present

Skills
Retirement Planning, Estate Planning, Insurance, Strategic Financial..., Wealth Management, Investments, Risk Management, Portfolio Management, Mutual Funds, Financial Risk, Asset Managment, Strategic Planning, Financial Analysis, Financial Modeling, Business Strategy, Finance, Retirement, Asset Management, High Net Worth..., Equities, Fixed Income, Corporate Finance, Financial Advisory, Strategy, Financial Planning

Education
Queen's University   2004 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General

Society of Management Accountants of Alberta   2001 — 2003
Accounting and Business/Management

Royal Military College of Canada/Collège militaire royal du Canada   1991 — 1996
Commerce

Marion Schmeelk Marion Schmeelk Norwalk, Connecticut Details
Marion Schmeelk's TD Wealth Experience September 2015 - Present
Job TD Wealth, Wealth Market Leader
Industry Financial Services
Experience
TD Wealth   September 2015 - Present
U.S. Trust   February 1997 - September 2015

Skills
Wealth Management, Financial Services, Strategic Planning, Portfolio Management, Investments, Banking, Alternative Investments, Equities, Financial Planning, Asset Allocation, Hedge Funds, High Net Worth..., Fixed Income, Asset Management, Series 7

Education
Fairfield University   1974 — 1978
Bachelor of Scie, Marketing

Brenda C. Deschenes, CTFA Brenda C. Deschenes, CTFA Concord, New Hampshire Details
Brenda C. Deschenes, CTFA's TD Wealth Experience June 2004 - Present
Job VP. Regional Trust Advisor at TD Wealth
Industry Financial Services
Experience
TD Wealth   June 2004 - Present

Skills
Trust Services, Trust Management, Trusted Business Partner, Wealth Management

Education
Cedar Crest College   1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General

Zohaib Behram Zohaib Behram Toronto, Canada Area Details
Zohaib Behram's TD Wealth Experience August 2013 - Present
Job Trader at TD Wealth
Industry Financial Services
Experience
TD Wealth   August 2013 - Present
TD  February 2012 - July 2013
WIND Mobile  October 2010 - March 2012
Statistics Canada  April 2006 - August 2006

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, Java, C, English

Education
Seneca College of Applied Arts and Technology   2009 — 2013
Bachelor of Commerce (B.Com.), Finance and Financial Management Services

Chris Grouchy Chris Grouchy Toronto, Canada Area Details
Chris Grouchy's TD Wealth Experience May 2013 - August 2013
Job Product @ Oracle
Industry Internet
Experience
Oracle  September 2015 - Present
Cisco  May 2015 - August 2015
Queen's Commerce Society  March 2014 - April 2015
Queen's School of Business  September 2014 - January 2015
Student Voice Initiative   July 2013 - November 2014
The Next 36  April 2014 - August 2014
TD Wealth   May 2013 - August 2013
Ontario Student Trustees' Association   August 2012 - July 2013
Leading to the Future   April 2011 - July 2013
Ontario Student Trustees' Association   August 2011 - July 2012

Skills
Public Speaking, Leadership, Entrepreneurship, Business Development, Time Management, Strategy, Educational Leadership, Student Engagement, Marketing Strategy, Data Analysis, Business Strategy, Financial Analysis, Market Research, Product Management, Forecasting, Digital Strategy, Business Modeling, VBA, Enterprise Software, SaaS, Solution Selling

Education
Queen's University   2012 — 2016
Bachelor of Commerce (Honours), Strategy

East Northumberland Secondary School   2008 — 2012
Ontario Secondary School Diploma (Ontario Scholar)

Fawad Rahat Fawad Rahat Toronto, Canada Area Details
Fawad Rahat's TD Wealth Experience March 2014 - February 2015
Job Mortgage Advisor at CIBC
Industry Banking
Experience
CIBC  February 2015 - Present
TD Wealth   March 2014 - February 2015
TD Bank Group  January 2012 - February 2014
Inter Fret Importers   May 2009 - January 2012
Mashreq Bank  May 2006 - May 2009
RBC  May 2005 - April 2006
RBC  May 2003 - May 2005
RBC  January 2000 - April 2003

Skills
Relationship Management, Sales Management, Consultative Selling, Wealth Management, Financial Analysis, Account Management, Strategic Planning, Investments, Portfolio Management, Sales, Trade Finance, Cross Selling, Selling, Business Development, Branch Banking, Business Strategy, Equities, Credit, Derivatives, Financial Risk, Loans, Business Services, Business Analysis, Financial Services, Fixed Income, Strategic Financial..., Credit Risk, Finance, Business Planning, Commercial Banking, Islamic Finance, Investment Strategies, Financial Planning

Education
University of Idaho   2000 — 2004
BBA, Marketing Management

Sheridan College   1996 — 2000
Business Administration Diploma, Marketing Mgmt

Barb Sweezy Barb Sweezy United States Details
Barb Sweezy's TD Wealth Experience January 2012 - Present
Job Retirement Plan Regional Trust Advisor at TD Wealth
Industry Financial Services
Experience
TD Wealth   January 2012 - Present
TD Wealth Management  July 2007 - February 2012
Bank of America  April 2000 - July 2007
Bank of America (Formerly Fleet Bank)   March 1996 - April 2000
Downeast Pension Services   1995 - 1996
Bank of America (Formerly Fleet Bank)   January 1992 - August 1995
Bank of America (Formerly Maine National Bank)   September 1987 - January 1992

Skills
Retirement Planning, Employee Benefits, Pensions, Retirement, 401k, Wealth Management, Mutual Funds, Small Business, Qualified Retirement..., Team Management, Defined Benefit, Institutional..., Investments, Investment Advisory, Defined Contribution

Education
University of Maine   1980 — 1984
BA, Zoology

Ian A. Reay Ian A. Reay Toronto, Canada Area Details
Ian A. Reay's TD Wealth Experience February 2011 - April 2014
Job Associate Vice President, Wealth Services at MD Financial Management
Industry Financial Services
Experience
MD Financial Management Gestion financière MD  April 2014 - Present
TD Wealth   February 2011 - April 2014
HSBC Private Bank  March 2007 - February 2011
HSBC  January 2005 - March 2007
RBC Global Private Banking   May 2003 - December 2004

Skills
Estate Planning, Asset Management, Private Banking, Investment Strategies, Financial Planning, High Net Worth..., Private Wealth..., Alternative Investments, Succession Planning, Portfolio Management, Retirement Planning, Business Strategy, Wealth Management..., Asset Managment, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Financial Analysis, Equities, Fixed Income, Investments, Risk Management, Due Diligence, Mutual Funds, Securities, Financial Risk, Investment Management, Financial Services, Wealth, Asset Allocation, Hedge Funds, Relationship Management, Banking, AML, Private Equity, Credit, Structured Products, Financial Markets, Bonds, Investment Banking, Pensions, Derivatives, Trading, Capital Markets, Emerging Markets, Loans, Financial Structuring, Mortgage Lending, Commercial Banking

Education
Carleton University   1991 — 1995
BA (Hons)

Ben Murko Ben Murko Toronto, Canada Area Details
Ben Murko's TD Wealth Experience January 2015 - Present
Job Financial Planner at TD Wealth
Industry Financial Services
Experience
TD Wealth   January 2015 - Present
Edward Jones  2013 - January 2015
TD  2011 - 2013
BMO Nesbitt Burns  2010 - 2011
Aritzia  2006 - 2008

Skills
Canadian Securities..., Mutual Funds, Mortgage Lending, Banking, Credit, Customer Satisfaction, Wealth Management, Investment Strategies, Relationship Driven, Relationship Management, Relationship..., Tax-planning, Estate Planning, Stocks, Stock Market, Bonds, Bond Pricing, Life Insurance, Financial Services, Investments, Retail Banking, Risk Management, Financial Planning

Education
Sheridan College
Advanced Diploma-Honours, Banking & Wealth Management, 3.72 GPA

Mark Krygier Mark Krygier Toronto, Canada Area Details
Mark Krygier's TD Wealth Experience October 2006 - Present
Job Portfolio Manager KRYGIER WEALTH MANAGEMENT. Is your wealth planning strategy right for you?
Industry Financial Services
Experience
TD Wealth   October 2006 - Present
RBC Dominion Securities  August 1996 - October 2006
Bennett Jones LLP  August 1994 - December 1995

Skills
Investments, Retirement Planning, Tax, Wealth, Investment Strategies, Finance, Wealth Management, Securities, Small Business, Management, Strategy, Portfolio Management, Estate Planning, Asset Allocation, High Net Worth..., Financial Risk, Financial Services, Mutual Funds, Retirement, Investment Advisory, Strategic Financial..., Asset Management, Fixed Income, Financial Advisory, Private Equity, Investment Management, Hedge Funds, Equities, Capital Markets, Financial Planners, Alternative Investments, Risk Management, Loans, Mortgage Lending, Options

Education
York University - Osgoode Hall Law School   1988 — 1991
LL.B, Law

University of Calgary   1984 — 1988
BA, Political Science, Psychology

Aish HaTorah College of Jewish Studies   1991 — 1994
Talmudic Jurisprudence

Gloria Stewart Gloria Stewart Ottawa, Canada Area Details
Gloria Stewart's TD Wealth Experience November 1997 - Present
Job Sales Assistant at TD Wealth
Industry Financial Services
Experience
TD Wealth   November 1997 - Present

Education
St. Lawrence College   1983 — 1986

Nicholas Rounds Nicholas Rounds Greater Philadelphia Area Details
Nicholas Rounds's TD Wealth Experience November 2013 - Present
Job Senior Relationship Manager, Vice President at TD Wealth
Industry Financial Services
Experience
TD Wealth   November 2013 - Present
PNC Wealth Management  March 2012 - November 2013
PNC Wealth Management  February 2011 - March 2012
PNC Private Client Group  April 2009 - February 2011
Bank of America Premier Banking & Investments  February 2008 - April 2009
PNC Private Client Group  June 2005 - February 2008
PNC  September 2004 - June 2005

Skills
Series 7, Uniform Combined State..., Series 66, Wealth Management, Manage Client..., Private Banking, Business Networking, Building Strong..., Channel Partner..., Real Estate Lending, Asset Based Lending, Cash Flow Lending, Unsecured Loans, Investment Management, Retirement Planning, Fiduciary Services, Strategic Financial..., Financial Services, Retail Banking, Consumer Lending

Education
Muhlenberg College   1999 — 2003
Bachelor of Arts

Lorne Wasser Lorne Wasser Toronto, Canada Area Details
Lorne Wasser's TD Wealth Experience August 2015 - Present
Job Financial Planner at TD Wealth
Industry Financial Services
Experience
TD Wealth   August 2015 - Present
TD Canada Trust  June 2012 - Present
Trillium Sales Group Inc.   July 2011 - May 2012
Eservus Online Concierge   December 2010 - June 2011
Fiber Protection Services Inc   January 2000 - February 2010
BMO Mbanx Direct   2001 - 2001

Skills
Customer Service, Customer Relations, New Business Development, Personal Finance, Financial Planning, Account Management, Consultative Selling, Problem Solving, Microsoft Office, Marketing Strategy, Budgeting, Excel, Word, Cold Calling, Advertising, Public Speaking, Product Development, Promotions, Customer Satisfaction, Negotiation

Education
CSI   2011 — 2012
Canadian Securities Course, CPH & Investment Fund In Canada, Finance

York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies   2004 — 2007
BAS, Business

Seneca College of Applied Arts and Technology   2001 — 2004
Business Administration, Financial Planning

Nino Wijangco, CFA Nino Wijangco, CFA Toronto, Canada Area Details
Nino Wijangco, CFA's TD Wealth Experience January 2010 - Present
Job .
Industry Investment Management
Experience
TD Wealth   January 2010 - Present
TD  April 2002 - January 2010

Education
York University - Schulich School of Business   1999 — 2003

BI Norwegian Business School   2001 — 2001

CFA Institute
CFA Charterholder

Paul Cunha Paul Cunha Toronto, Canada Area Details
Paul Cunha's TD Wealth Experience February 2012 - July 2013
Job Head of Operational Risk at TD
Industry Banking
Experience
TD Bank  September 2015 - Present
TD Bank  August 2013 - September 2015
TD Wealth   February 2012 - July 2013
TD Bank  January 2009 - February 2012
TD Securities  September 2004 - January 2009
TD Bank  July 2003 - September 2004
TD Securities  September 2002 - July 2003
TD Commercial Banking  January 2000 - September 2002
TD Commercial Banking  May 1995 - January 2000

Skills
Capital Markets, Fixed Income, Derivatives, Banking, Bloomberg, Credit Analysis, Investment Banking, Investments, Mutual Funds, Market Risk, Credit Derivatives, Interest Rate..., Bonds, Trading Systems, Credit Risk, Loans, Risk Management, Operational Risk..., Enterprise Risk..., Risk Analytics

Education
University of Pennsylvania - The Wharton School
Advanced Risk Management Program

Wilfrid Laurier University   1991 — 1995
Honours Bachelor of Business Administration (BBA), Finance and Economics

CFA Institute
CFA

Sylve Whitfield Sylve Whitfield Toronto, Canada Area Details
Sylve Whitfield's TD Wealth Experience June 2012 - April 2014
Job Manager, Field Marketing at TD Bank Financial Group
Industry Financial Services
Experience
TD Bank Financial Group  April 2014 - Present
TD Wealth   June 2012 - April 2014
TD Waterhouse Private Banking   May 2008 - June 2012
Barclays Wealth  July 2006 - March 2008
CBMG   2004 - 2006
CIBC  1998 - 2004
CIBC  1998 - 1999
CIBC  1992 - 1998

Skills
Wealth Management, Private Banking, Leadership, Banking, Retail Banking, Strategy, Change Management, Portfolio Management, Manage Client..., Customer Journey Mapping, Consulting, Wealth Management..., Finance, Investment Advisory, Relationship Management, Financial Services, Risk Management, Mutual Funds, Investments, High Net Worth...

Education
University of Saskatchewan   1986 — 1990
B Comm, Finance

Mary-Beth Smith Mary-Beth Smith Portland, Maine Area Details
Mary-Beth Smith's TD Wealth Experience June 2010 - March 2012
Job Sales Consultant at ASC
Industry Computer Software
Experience
Actuarial Systems Corporation   March 2012 - Present
TD Wealth   June 2010 - March 2012
Benefit Strategies, LLC  March 1997 - December 2009
First New England Benefits   January 1995 - January 1997
Walker Associates, Inc   January 1992 - January 1995

Skills
Employee Benefits, Mutual Funds, Retirement Planning, 401k, Defined Benefit, Pensions, Retirement, Defined Contribution, ERISA, Financial Services, Series 63, Financial Advisory, Training, Investments, Benefits Administration

Education
University of Maine   1987 — 1991
Bachelors of Science, Public Administration; Public Relations

Anson Tran Anson Tran Toronto, Canada Area Details
Anson Tran's TD Wealth Experience March 2012 - Present
Job Wealth Operations Black Card and Competitive Recruit Operations at TD Wealth
Industry Banking
Experience
TD Wealth   March 2012 - Present
TD Canada Trust  June 2009 - February 2012
Ryerson University Finance Society  March 2008 - August 2010

Skills
Banking, Reporting & Analysis, Project Management, Project Planning, Process Improvement, Data Analysis, Finance

Education
Ryerson University   2006 — 2010
Bcom, Accounting

Joanna Mazin Joanna Mazin Toronto, Canada Area Details
Joanna Mazin's TD Wealth Experience May 2014 - Present
Job Senior Manager, Wealth Advisory Services
Industry Law Practice
Experience
TD Wealth   May 2014 - Present
TD Wealth Management  2010 - Present
Fasken Martineau DuMoulin  2007 - 2010
Artsmarketing Services Inc.  2003 - 2005
National Gallery of Canada  2003 - 2003
Canada Council for the Arts  2002 - 2002
The Museum of Modern Art  2002 - 2002

Skills
Wills, Corporate Law, Mediation, Trusts, Legal Research, Estate Planning, Corporate Governance, Tax Law, Securities, Estate Law, Estate Administration, Legal Advice, High Net Worth..., Estate Tax Planning, Powers of Attorney, Legal Writing

Education
Western University   2005 — 2008
LL.B.

University of Otago   2007 — 2007
Law Exchange Program

Columbia University in the City of New York   2001 — 2003
M.A.

McGill University   1996 — 2000
B.A. (Hons.)

Centro Linguistico Dante Alighieri   1998 — 1998

Università degli Studi di Siena   1998 — 1998

Erkens Gjini Erkens Gjini Toronto, Canada Area Details
Erkens Gjini's TD Wealth Experience January 2014 - Present
Job Financial Planning Associate
Industry Investment Management
Experience
TD Wealth   January 2014 - Present
TD Waterhouse  December 2012 - January 2014
TD Waterhouse  November 2008 - December 2012
TD Asset Management  November 2010 - July 2011

Skills
Banking, Mutual Funds, Options, Retail Banking, Fixed Income, Investments, Wealth Management, Capital Markets, Equity Trading, Equity Derivatives, Trading, Securities, Derivatives, Investment Strategies, Equities, Portfolio Management

Education
Royal Roads University
Bachelor's Degree, Bachelor of Commerce in Entrepreneurial Management

University of Toronto
TEFL-Teaching English as a Foreign Language Instructor

Humber College
Associate's Degree, Business Management - Financial Services

Mitchell Breen CFP, PFP, CIM, FCSI Mitchell Breen CFP, PFP, CIM, FCSI Edmonton, Canada Area Details
Mitchell Breen CFP, PFP, CIM, FCSI's TD Wealth Experience August 2008 - March 2015
Job Investment Advisor at Servus Wealth Strategies
Industry Investment Management
Experience
Servus Credit Union  March 2015 - Present
TD Wealth   August 2008 - March 2015
TD  November 2004 - March 2015
TD Canada Trust  August 2006 - August 2008
TD Canada Trust  November 2004 - August 2006

Skills
Mutual Funds, Investments, Banking, Portfolio Management, Investment Advisory, Retirement Planning, Strategic Financial..., Investment Strategies, Asset Allocation, Fixed Income, Equities, Retirement, Financial Advisory, Finance, Financial Services, Financial Planning

Education
University of Alberta   2002 — 2004
BComm, Business Studies

University of Alberta   1998 — 2002
BA, Economics

Patrick Absi Patrick Absi Montreal, Canada Area Details
Patrick Absi's TD Wealth Experience November 2013 - Present
Job Financial Security Advisor at TD Wealth
Industry Financial Services
Experience
TD Wealth   November 2013 - Present

Skills
Wealth Management, Financial Planning, Insurance, Investments, Financial Analysis

Education
Ecole du Barreau   1990 — 1991
Law

Université de Montréal   1986 — 1989
Law

Concordia University   1983 — 1986
Commerce, Management

Brent MacLellan, CFA Brent MacLellan, CFA Toronto, Canada Area Details
Brent MacLellan, CFA's TD Wealth Experience January 2009 - Present
Job Investment Manager Research, Portfolio Advice & Investment Research, TD Wealth
Industry Investment Management
Experience
TD Wealth   January 2009 - Present
TD Wealth   January 2005 - December 2008
TD Wealth   January 2001 - December 2004

Skills
Portfolio Management, Investments, Investment Products, Asset Management, Portfolio Strategy, Model Portfolios, Research, Equity Research, Equity Valuation, Asset Managment, Mutual Funds, Fixed Income, Investment Strategies, Investment Management, Asset Allocation, Wealth Management, Equities, ETFs, Securities, Capital Markets, Investment Advisory

Education
Saint Mary's University
Bachelor of Commerce (B.Com.), Accounting and Finance

Leslie Ramos Leslie Ramos United States Details
Leslie Ramos's TD Wealth Experience December 2003 - January 2012
Job Senior Accountant
Industry Financial Services
Experience
TD Wealth   December 2003 - January 2012
Roxbury Highland Bank   September 2000 - December 2003
Sovereign Bank/Fleet Bank   December 1992 - September 2000

Skills
Excel, Power Point,..., MS Word, Access,..., Quickbooks, Email, FIS,...

Education
Daniel Webster College   2005 — 2007
MBA, Business Management

2003 University of Massachusetts   1997 — 2003
B.S, College of Management. Concentration: Accounting with a minor in Sociology

gary zampella gary zampella Basking Ridge, New Jersey Details
gary zampella's TD Wealth Experience June 2010 - Present
Job Private Client Senior Relationship Manager at TD Wealth
Industry Banking
Experience
TD Wealth   June 2010 - Present
Wells Fargo Private Bank / Wachovia Wealth Management   June 2006 - June 2010
PNC Advisors  June 2003 - 2006

Skills
Banking, Strategic Financial..., Credit, Portfolio Management, Financial Services, Small Business Lending, Finance, Wealth, Wealth Management, Commercial Lending, Commercial Banking, Credit Analysis, Series 7, Mortgage Lending, Risk Management, Series 66, Financial Planning

Education
Saint Peter's University

Saint Peters University
B.S. /M.I.S, Computer Science / Management Information Systems

Caryn Higgins, AFIM Caryn Higgins, AFIM Barnstable/Yarmouth, Massachusetts Area Details
Caryn Higgins, AFIM's TD Wealth Experience January 2006 - November 2011
Job Project Specialist at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management  November 2011 - Present
TD Wealth   January 2006 - November 2011
New York Life Investment Management  October 1998 - January 2006

Skills
Fixed Income

Education
Framingham State College   1993 — 1996
Bachelor of Arts (B.A.), Political Science and Government

Colleen Lussier, CTFA Colleen Lussier, CTFA Lenox, Massachusetts Details
Colleen Lussier, CTFA's TD Wealth Experience March 1999 - September 2015
Job Vice President/Wealth Advisor at Berkshire Bank Wealth Management
Industry Financial Services
Experience
TD Wealth   March 1999 - September 2015

Skills
Trust Management, Estate Planning, Skilled High Net Worth..., Trusted Business Partner, Banking, Financial Analysis, Financial Services, Investments, Wealth Management, Mortgage Lending

Education
Chatham University   1980 — 1984

Pittsfield High School   1977 — 1980
Bachelor of Arts